Client Manager

Sewell Wallis is recruiting for a growing, innovative Accountancy Practice based in York, North Yorkshire, who are looking to recruit a Client Manager to join their team.This successful candidate for this Client Manager role, will work closely with the Directors, Senior Managers, colleagues and clients to assist in the effective delivery of Services and provide quality customer service to clients.What will you be doing?Manage a portfolio of clients and have primary responsibility for their compliance reporting deadlinesAdvise clients on the financials of their business and help them to meet their business goalsGather personal tax return information for individualsPreparation of accounts and tax computations for complex jobsHold client meetings to discuss annual financial statements and tax positionsAllocate tasks as needed to colleagues or trainees as appropriateLiaise with clients to provide advice and support on financial mattersEnsure clients deadlines and work load are managed to meet deadlines and exceeded to be as soon after the period end as possibleAdvise clients on tax planning opportunities Work planning to make sure there will be sufficient team members available to meet the client demands What skills are we looking for?Strong experience in a similar role in an accountancy practice,Ideally ACA/ACCA Qualified Strong Knowledge of Sage Business Cloud, Sage 50, Xero and Quickbooks, further training and support will be providedAbility to communicate complex financial ..... full job details .....
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